DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left U••• B•••••• I••••••••• I••• for T••••• A••••••• S•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Henry Bruscino | Cleveland, Oh | Jun 29, 2020 | Jun 29, 2020 |
| Katherine Rae Trivisonno | Columbus, Oh | Jun 29, 2020 | Jun 25, 2020 |
The rule
- Registrations ended
- Jun 29, 2020
- Registered next
- Jun 25, 2020 to Jun 29, 2020
- Branch state
- OH
- Cities
- 2, most in Cleveland, Oh
- Registered there that day
- 728 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape